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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Rialto Wealth Management
New York
$26.2K – – –
OCM
327
Orion Capital Management
California
$24.8K – – –
DF
328
DecisionPoint Financial
Arizona
$23.1K – – –
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$20.9K +$20.3K +430 +4,778%
HI
330
Harbour Investments
Wisconsin
$18.2K – – –
Morgan Stanley
331
Morgan Stanley
New York
$14.7K -$186K -3,933 -93%
MWA
332
Medallion Wealth Advisors
Connecticut
$13.7K +$47 +1 +0.3%
SN
333
Sittner & Nelson
Oregon
$11.8K +$11.8K +249 New
CPG
334
Cornerstone Planning Group
New Jersey
$9.42K +$9.4K +199 New
BGWM
335
Bridge Generations Wealth Management
Florida
$7.41K +$4.86K +103 +194%
NC
336
North Capital
Utah
$6.75K +$6.71K +142 New
MAS
337
MPWM Advisory Solutions
Georgia
$6.42K – – –
NRG
338
Nemes Rush Group
Michigan
$5.99K – – –
CMBA
339
C.M. Bidwell & Associates
Hawaii
$5.37K – – –
T
340
Transce3nd
Texas
$3.14K +$3.12K +66 New
EFP
341
Elser Financial Planning
Indiana
– -$33.3M -709,717 Closed
SIM
342
Stratos Investment Management
Ohio
– -$1.16M -24,799 Closed
WP
343
WMS Partners
Maryland
– -$506K -10,788 Closed
FF
344
Francis Financial
– -$366K -7,801 Closed
SAI
345
Savvy Advisors Inc
New York
– -$329K -7,009 Closed
IFPG
346
Intrepid Financial Planning Group
Indiana
– -$310K -6,605 Closed
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
– -$269K -5,747 Closed
FG
348
Foster Group
Iowa
– -$226K -4,811 Closed
JSW
349
Journey Strategic Wealth
New Jersey
– -$211K -4,498 Closed
Brown Advisory
350
Brown Advisory
Maryland
– -$202K -4,300 Closed